EWM
Evercore Wealth Management’s Align Technology ALGN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q1 | – | Sell |
-65
| Closed | -$14K | – | 366 |
|
|
2017
Q4 | $14K | Hold |
65
| – | – | ﹤0.01% | 768 |
|
|
2017
Q3 | $12K | Hold |
65
| – | – | ﹤0.01% | 769 |
|
|
2017
Q2 | $10K | Hold |
65
| – | – | ﹤0.01% | 814 |
|
|
2017
Q1 | $7K | Hold |
65
| – | – | ﹤0.01% | 849 |
|
|
2016
Q4 | $6K | Hold |
65
| – | – | ﹤0.01% | 867 |
|
|
2016
Q3 | $6K | Hold |
65
| – | – | ﹤0.01% | 915 |
|
|
2016
Q2 | $5K | Hold |
65
| – | – | ﹤0.01% | 911 |
|
|
2016
Q1 | $5K | Buy |
+65
| New | +$5K | ﹤0.01% | 848 |
|